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Financial Clerk -- Worcester County / Full Time

Responsibilities include, but are not limited to:

  • Enter information into the financial accounting system.
  • Prepare financial plans.
  • Assistance in the preparation of financial and investments plans.
  • Correspond with prospects and existing clients to answer financial questions.
  • Assist Financial Advisors in their activities.

Educational and Experience Requirements:

  • Bachelor’s Degree in Business or Economics.
  • 1 years’ experience

Please send resume and cover letter to:

Attn: Cathy Portanova

Legacy Financial Advisors, Inc. 

2000 West Park Drive, Suite 125

Westborough, MA 01581.

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